Next Financial Group’s Global X Guru Index ETF GURU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-400
| Closed | -$11K | – | 1830 |
|
|
2018
Q4 | $11K | Hold |
400
| – | – | ﹤0.01% | 1307 |
|
|
2018
Q3 | $13K | Buy |
+400
| New | +$13K | 0.01% | 915 |
|
|
2017
Q4 | – | Sell |
-400
| Closed | -$11K | – | 718 |
|
|
2017
Q3 | $11K | Hold |
400
| – | – | ﹤0.01% | 1168 |
|
|
2017
Q2 | $11K | Hold |
400
| – | – | ﹤0.01% | 1285 |
|
|
2017
Q1 | $11K | Sell |
400
-500
| -56% | -$13.8K | ﹤0.01% | 1243 |
|
|
2016
Q4 | $22K | Hold |
900
| – | – | ﹤0.01% | 1331 |
|
|
2016
Q3 | $21K | Buy |
900
+500
| +125% | +$11.7K | ﹤0.01% | 1331 |
|
|
2016
Q2 | $8K | Sell |
400
-2,000
| -83% | -$40K | ﹤0.01% | 1276 |
|
|
2016
Q1 | $52K | Sell |
2,400
-3,500
| -59% | -$75.8K | 0.02% | 610 |
|
|
2015
Q4 | $136K | Sell |
5,900
-3,750
| -39% | -$86.4K | 0.05% | 347 |
|
|
2015
Q3 | $224K | Sell |
9,650
-636
| -6% | -$14.8K | 0.08% | 256 |
|
|
2015
Q2 | $270K | Sell |
10,286
-1,136
| -10% | -$29.8K | 0.09% | 228 |
|
|
2015
Q1 | $299K | Buy |
11,422
+82
| +0.7% | +$2.15K | 0.1% | 228 |
|
|
2014
Q4 | $297K | Sell |
11,340
-7,510
| -40% | -$197K | 0.1% | 232 |
|
|
2014
Q3 | $496K | Buy |
18,850
+4,100
| +28% | +$108K | 0.1% | 236 |
|
|
2014
Q2 | $379K | Buy |
+14,750
| New | +$379K | 0.2% | 103 |
|